Transamerica Financial Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Transamerica Financial Advisors’s Portfolio IFGL Stock Details IFGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$1K	–	648
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	488
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	512
2023 Q2	$1K	Buy	+1	New	+$21	﹤0.01%	483
2023 Q1	–	Sell	-1	Closed	-$1K	–	656
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	530
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	498
2022 Q2	$1K	Buy	+1	New	+$25	﹤0.01%	511
2020 Q3	–	Sell	-1	Closed	-$1K	–	323
2020 Q2	$1K	Buy	+1	New	+$23	﹤0.01%	407
2019 Q3	–	Sell	-1	Closed	-$1K	–	292
2019 Q2	$1K	Buy	+1	New	+$30	﹤0.01%	460
2019 Q1	–	Sell	-1	Closed	-$1K	–	261
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	428
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	431
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	399
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	379
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	363
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	360
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	333
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	330
2016 Q4	$1K	Hold	1	–	–	﹤0.01%	366
2016 Q3	$1K	Hold	1	–	–	﹤0.01%	371
2016 Q2	$1K	Hold	1	–	–	﹤0.01%	342
2016 Q1	$1K	Hold	1	–	–	﹤0.01%	699
2015 Q4	$1K	Hold	1	–	–	﹤0.01%	759
2015 Q3	$1K	Sell	1 -1	-50%	-$29	﹤0.01%	756
2015 Q2	$1K	Hold	2	–	–	﹤0.01%	815
2015 Q1	$1K	Buy	2 +1	+100%	+$31	﹤0.01%	815
2014 Q4	$1K	Hold	1	–	–	﹤0.01%	659
2014 Q3	$1K	Hold	1	–	–	﹤0.01%	619
2014 Q2	$1K	Hold	1	–	–	﹤0.01%	626
2014 Q1	$1K	Buy	+1	New	+$30	﹤0.01%	591

Other funds holding IFGL

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

RPCA

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Transamerica Financial Advisors's IFGL Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2024, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IFGL in Q1 2014 and held it in 28 quarters. The position peaked at $1K in Q4 2023. 52 funds tracked by Wall St. Rank hold IFGL as of Q1 2024.

Transamerica Financial Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Transamerica Financial Advisors sold 1 iShares International Developed Real Estate ETF share in Q1 2024, an estimated $1K.
Transamerica Financial Advisors first reported a position in iShares International Developed Real Estate ETF in Q1 2014 and held it in 28 quarters.
Transamerica Financial Advisors's iShares International Developed Real Estate ETF position peaked at $1K in Q4 2023.
52 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.